Analytics for Results Management Executives (RME)

Overview

Are you managing your department or organization's OKR program? You can now access the insights you need to accelerate OKR adoption and empower teams with Analytics for Results Management Executives. Improve time to value in your OKR program with access to enterprise-level OKR adoption, distribution, and alignment data.  

Analytics Views

  • Key Result Calibration - Use this view to identify which Key Results haven't been updated. View by the business leader (direct report to the senior-most executive in the Org), team (working or functional) and individual users. This is a great way to see where support is needed, outside of using the Heatmap. 
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    KR Freshness Defined:
    Late
    - Has no update for the latest cell or the future cell. 
    Fresh - When one of the above 2 cells does have an update.
    Cells - The update due date for the frequency selected by the user.
    Frequency - Can be Daily/Weekly/Bi-weekly/Monthly or Quarterly.
  • OKR Adoption - Use this view to monitor team OKR participation by L2 Leaders. View by the business leader (direct report to the senior-most executive in the Org), team (working or functional) and individual users. This is a great way to see OKR program maturity.
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  • Quarter-over-Quarter Alignment - Use this view to analyze the percentage of Objectives aligned to another Objective. This is a great way to Improve your organization's OKR alignment and track changes over time. Aligned objectives achieve 7% higher progress than unaligned objectives (WorkBoard data 2021).
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  • KR Ownership Distribution - Use this view to identify if KR ownership is appropriately distributed within teams. KR ownership distribution is measured as % of team members that own at least 1 KR from their team OKRs. This is a great way to track identify if KR ownership is appropriately distributed across teams.
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  • Quarter-over-Quarter KR Ownership Distribution - Use this view to identify if KR ownership is appropriately distributed within teams over time. KR ownership distribution is measured as % of team members that own at least 1 KR from their team OKRs. This is a great way to track identify if KR ownership is appropriately distributed across teams over time.
    2021-11-05_18-13-42.png

Adding Analytics Views to your RBR

  1. In an RBR (that you own or have Edit rights) select the Pencil in the upper right-hand corner.
  2. Select Add Content.
  3. Choose Analytics.
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  4. Choose any of the following Analytics Views to add to your Running Business Review.
    Note: Resize Analytics Views as you would an image, Iframe or text box.
  5. Scroll to the top and click Done Editing to save your Biz Review.

Adding Analytics Views to your Section

You can also add Analytics Views to your Section. 

  1. In an RBR (that you own or have Edit rights) select the Pencil in the upper right-hand corner.
  2. Scroll down to an existing Section or Add a New Section
    • Add a new Section by clicking Add Content and choosing Section.
  3. Click the "+" in the right-hand corner of the Section.
  4. Choose Analytics.
  5. Pick an Analytics View for your Section.
    Note: Resize Analytics Views as you would an image, Iframe or text box.
  6. Scroll to the top and click Done Editing to save your Biz Review.

How to Enable a Report for an Organization 

An org admin can activate a new report in an organization. 

  1. Go to the administrator tools > Biz Review Analytics
  2. Publish the report to be shared with specific users in the organization. 
  3. Once an analytics report is shared with a user, they can go to Biz Review, add content from edit mode, and choose one of the analytics and add it to their Biz Review.

Note: once a report is added to a Biz Review, anyone with access to that Biz Review can see the content. The reports are designed to give the results management office an overall picture of the company’s OKR program and directly empower them to drive the program. Given the sensitivity of the information in some of these reports, it's important that you ensure you are exposing these reports to only individuals who should be results across the board.

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